Ranch Capital Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-204
| Closed | -$15K | – | 605 |
|
|
2021
Q3 | $15K | Hold |
204
| – | – | 0.01% | 415 |
|
|
2021
Q2 | $14K | Hold |
204
| – | – | 0.01% | 584 |
|
|
2021
Q1 | $14K | Hold |
204
| – | – | 0.01% | 566 |
|
|
2020
Q4 | $14K | Hold |
204
| – | – | 0.01% | 569 |
|
|
2020
Q3 | $13K | Hold |
204
| – | – | 0.01% | 574 |
|
|
2020
Q2 | $14K | Hold |
204
| – | – | 0.01% | 571 |
|
|
2020
Q1 | $11K | Sell |
204
-204
| -50% | -$11K | 0.01% | 574 |
|
|
2019
Q4 | $32K | Buy |
+408
| New | +$32K | 0.03% | 413 |
|